Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YGRN 10.00%
2 NRGZ 10.00%
3 NRGO 10.00%
4 NRGD 9.75%
5 NRGU 9.75%
6 CRAK 6.79%
7 WTIU 6.24%
8 WTID 6.24%
9 IEO 5.92%
10 PXE 5.33%
11 IVFVC 5.04%
12 RYE 4.84%
13 DRLL 4.65%
14 RSPG 4.61%
15 DIP 4.29%
16 OCTA 4.17%
17 WEEI 3.99%
18 UTRN 3.94%
19 TPMN 3.86%
20 XLE 3.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.37M (11.52%) 5.98M
Increased by +12.89%
Jun 30, 25
2 BlackRock Inc 31.88M (7.92%) 1.97M
Increased by +6.17%
Jun 30, 25
3 State Street Corporation 27.89M (6.93%) -1.46M
Decreased by -5.25%
Mar 31, 24
4 State Street Corp 24.32M (6.04%) -1.74M
Decreased by -7.14%
Jun 30, 25
5 Elliott Investment Management LP 19.25M (4.78%) 3.53M
Increased by +18.32%
Jun 30, 25
6 Wells Fargo & Co 15.62M (3.88%) -329.45K
Decreased by -2.11%
Jun 30, 25
7 Harris Associates L.P. 13.45M (3.34%) -385.73K
Decreased by -2.87%
Jun 30, 25
8 Geode Capital Management, LLC 10.33M (2.56%) 1.53M
Increased by +14.84%
Jun 30, 25
9 Bank of New York Mellon Corp 9.39M (2.33%) 537.25K
Increased by +5.72%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 8.98M (2.23%) 2.27M
Increased by +25.26%
Jun 30, 25
11 Barclays PLC 7.38M (1.83%) 387.31K
Increased by +5.25%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 6.87M (1.71%) 122.23K
Increased by +1.78%
Jun 30, 25
13 Aristotle Capital Management LLC 5.68M (1.41%) -1.90M
Decreased by -33.38%
Dec 31, 23
14 Amvescap Plc. 4.70M (1.17%) -61.14K
Decreased by -1.30%
Jun 30, 25
15 NORGES BANK 4.39M (1.09%) 22.21K
Increased by +0.51%
Jun 30, 25
16 Nomura Holdings Inc 4.21M (1.05%) 3.70M
Increased by +87.88%
Mar 31, 25
17 UBS Group AG 4.20M (1.04%) -436.98K
Decreased by -10.41%
Jun 30, 25
18 Wellington Management Company LLP 4.18M (1.04%) -8.62M
Decreased by -206.26%
Sep 30, 24
19 Northern Trust Corp 4.01M (1.00%) -426.82K
Decreased by -10.64%
Jun 30, 25
20 FMR Inc 3.86M (0.96%) -307.81K
Decreased by -7.97%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 15.35M (3.81%) -891.41K
Decreased by -5.81%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 13.26M (3.29%) -160.03K
Decreased by -1.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.80M (3.18%) -299.88K
Decreased by -2.34%
Jul 31, 25
4 Energy Select Sector SPDR® ETF 10.42M (2.59%) -158.99K
Decreased by -1.53%
Apr 30, 24
5 Vanguard 500 Index Investor 10.09M (2.51%) -1.48M
Decreased by -14.65%
Jul 31, 25
6 The Energy Select Sector SPDR® ETF 7.92M (1.97%) 1.30K
Increased by +0.02%
Aug 31, 25
7 Fidelity® 500 Index 5.19M (1.29%) 33.02K
Increased by +0.64%
Nov 30, 23
8 Oakmark Investor 5.18M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity 500 Index 5.16M (1.28%) 2.21K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 5.14M (1.28%) -75.33K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 5.06M (1.26%) -10.96K
Decreased by -0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 5.00M (1.24%) -26.24K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 4.91M (1.22%) 60.47K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 4.90M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Mid Cap Index Institutional 4.54M (1.13%) 49.08K
Increased by +1.08%
Jul 31, 25
16 Vanguard Value Index Inv 3.61M (0.90%) -3.43K
Decreased by -0.09%
Jul 31, 25
17 Oakmark Select Investor 3.19M (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Wellington™ Inv 3.09M (0.77%) -411.63K
Decreased by -13.32%
Jun 30, 24
19 Vanguard Institutional Index I 2.46M (0.61%) -28.69K
Decreased by -1.16%
Jul 31, 25
20 Vanguard Dividend Appreciation ETF 2.19M (0.54%) 4.25K
Increased by +0.19%
Jul 31, 25